couple walking on a beach

Our Professionals

 
Brian CohoonBrian Cohoon, CFP, AIF, CRPC
Executive Wealth Advisor & Chief Development Officer
(502) 587- 2984
Kathryn Corcoran
Kathryn Corcoran
Client Relationship Manager
(502) 587-2986
Steven Gray
Steven Gray, CFA
Senior Portfolio Manager & Director of Investment Research
(502) 587-2989
Corey Monin
Corey Monin
Client Relationship Manager
(502) 337-6298
Chad Turner
Chad D. Turner, JD
Senior Trust Advisor
(502) 587-2983
Contact Me
Michael Weiner
Michael Weiner, CFA
Chief Investment Officer
(502) 587- 2990
Contact Me
 
 
 
 
 
 

Our Administrative Staff

LeeAnn Abell
LeeAnn Abell
Associate Wealth Advisor
(502) 587-2987
Contact Me
Bernetta Flickner
Bernetta Flickner
Trust Operations Administrator 
(502) 587-2985
Contact Me
Ann Jewell
Ann Jewell
Administrative Principal
(502) 587-2981
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Investment products are not FDIC insured, not guaranteed by the bank, and may lose value